The Analysis of LOCKERMAN FINANCIAL GROUP, INC.'s Holdings
Currently, LOCKERMAN FINANCIAL GROUP, INC. holds 82 types of securities in its portfolio with a total value $52.1M. In the most recent quarter, they have increased their positions in JBND (+25.1K shares, valued at $1.4M), JMUB (+19.8K shares, valued at $998.6K), SPTL (+29.5K shares, valued at $780.9K); decreased their positions in SPY (-6.7K shares, valued at $4.5M), NVDA (-10.2K shares, valued at $1.9M), AAPL (-6.0K shares, valued at $1.6M); initiated new positions in JBND (+25.1K shares, valued at $1.4M), JMUB (+19.8K shares, valued at $998.6K), SPTL (+29.5K shares, valued at $780.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR5.8K shares-53.25%2025-12-312026-01-21
BBUS J P MORGAN EXCHANGE TRADED F29.1K shares1.39%2025-12-312026-01-21 XLSR SSGA ACTIVE TR37.9K shares2.49%2025-12-312026-01-21 SPDW SPDR INDEX SHS FDS50.6K shares33.45%2025-12-312026-01-21 FISR SSGA ACTIVE TR71.6K shares52.76%2025-12-312026-01-21 JIRE J P MORGAN EXCHANGE TRADED F23.2K shares-1.78%2025-12-312026-01-21 SPEM SPDR INDEX SHS FDS36.5K shares2.56%2025-12-312026-01-21 MASI MASIMO CORP11.8K shares0.00%2025-12-312026-01-21 JBND J P MORGAN EXCHANGE TRADED F25.1K sharesnew addition2025-12-312026-01-21 IVV ISHARES TR1.6K shares-39.17%2025-12-312026-01-21 BBAG J P MORGAN EXCHANGE TRADED F23.2K shares-45.32%2025-12-312026-01-21 JGLO J P MORGAN EXCHANGE TRADED F15.3K shares-5.17%2025-12-312026-01-21 JMUB J P MORGAN EXCHANGE TRADED F19.8K sharesnew addition2025-12-312026-01-21 VTEB VANGUARD MUN BD FDS19.0K shares0.55%2025-12-312026-01-21 SPSM SPDR SERIES TRUST19.0K shares-19.35%2025-12-312026-01-21 SPYM SPDR SERIES TRUST11.0K shares0.01%2025-12-312026-01-21 SPTL SPDR SERIES TRUST29.5K sharesnew addition2025-12-312026-01-21 MSFT MICROSOFT CORP1.4K shares-69.64%2025-12-312026-01-21 IVE ISHARES TR3.0K shares75.38%2025-12-312026-01-21 GLD SPDR GOLD TR1.5K shares-1.73%2025-12-312026-01-21 DYNF BLACKROCK ETF TRUST9.4K shares20.87%2025-12-312026-01-21 CERY SPDR SERIES TRUST19.9K shares-33.15%2025-12-312026-01-21 NULG NUSHARES ETF TR5.7K shares1.22%2025-12-312026-01-21 IUSB ISHARES TR11.8K shares9.87%2025-12-312026-01-21 NUBD NUSHARES ETF TR24.5K shares0.32%2025-12-312026-01-21 NOC NORTHROP GRUMMAN CORP955 shares-14.50%2025-12-312026-01-21 DFAC DIMENSIONAL ETF TRUST13.5K shares0.00%2025-12-312026-01-21 NULV NUSHARES ETF TR11.8K shares-2.75%2025-12-312026-01-21 IEMG ISHARES INC7.7K shares63.54%2025-12-312026-01-21 SPMD SPDR SERIES TRUST8.8K shares3.17%2025-12-312026-01-21 NVDA NVIDIA CORPORATION2.7K shares-78.95%2025-12-312026-01-21 IVW ISHARES TR4.0K shares19.69%2025-12-312026-01-21 GWX SPDR INDEX SHS FDS11.9K shares2.04%2025-12-312026-01-21 EMHC SPDR SERIES TRUST18.0K shares4.59%2025-12-312026-01-21 OEF ISHARES TR1.3K shares19.79%2025-12-312026-01-21 IGEB ISHARES TR9.4K shares0.07%2025-12-312026-01-21 NUDM NUSHARES ETF TR11.4K shares-1.65%2025-12-312026-01-21 SRLN SSGA ACTIVE ETF TR9.8K shares4.47%2025-12-312026-01-21 QLTA ISHARES TR8.2K shares-37.47%2025-12-312026-01-21 ALPHABET INC ALPHABET INC1.2K shares-67.77%2025-12-312026-01-21 EFV ISHARES TR5.3K shares5.59%2025-12-312026-01-21 JQUA J P MORGAN EXCHANGE TRADED F6.0K shares1.42%2025-12-312026-01-21 BBHY J P MORGAN EXCHANGE TRADED F8.0K shares-0.62%2025-12-312026-01-21 GSUS GOLDMAN SACHS ETF TR3.7K shares1.82%2025-12-312026-01-21 AAPL APPLE INC1.3K shares-82.19%2025-12-312026-01-21 BINC BLACKROCK ETF TRUST II6.6K shares2.92%2025-12-312026-01-21 SPAB SPDR SERIES TRUST13.5K shares45.05%2025-12-312026-01-21 JIVE J P MORGAN EXCHANGE TRADED F4.3K shares-1.44%2025-12-312026-01-21 TIPX SPDR SERIES TRUST17.9K shares4.07%2025-12-312026-01-21 JPM JPMORGAN CHASE & CO.1.0K shares-66.59%2025-12-312026-01-21 JIG J P MORGAN EXCHANGE TRADED F4.4K shares-1.02%2025-12-312026-01-21 IEF ISHARES TR3.2K shares-2.05%2025-12-312026-01-21 NVO NOVO-NORDISK A S6.0K shares0.00%2025-12-312026-01-21 RWL INVESCO EXCH TRADED FD TR II2.6K shares0.08%2025-12-312026-01-21 DFUV DIMENSIONAL ETF TRUST6.4K shares0.00%2025-12-312026-01-21 VONG VANGUARD SCOTTSDALE FDS2.5K shares-13.49%2025-12-312026-01-21 PG PROCTER AND GAMBLE CO2.1K shares-20.54%2025-12-312026-01-21 MGV VANGUARD WORLD FD2.1K shares0.15%2025-12-312026-01-21 BSV VANGUARD BD INDEX FDS3.6K shares-11.01%2025-12-312026-01-21 BROADCOM INC BROADCOM INC821 shares-71.71%2025-12-312026-01-21 CLOA BLACKROCK ETF TRUST II5.4K sharesnew addition2025-12-312026-01-21 SUB ISHARES TR2.6K shares0.85%2025-12-312026-01-21 LLY ELI LILLY & CO249 shares-59.64%2025-12-312026-01-21 EBND SPDR SERIES TRUST12.4K shares4.16%2025-12-312026-01-21 AMZN AMAZON COM INC1.1K shares-72.87%2025-12-312026-01-21 VEA VANGUARD TAX-MANAGED FDS4.2K shares-2.20%2025-12-312026-01-21 IDMO INVESCO EXCH TRADED FD TR II4.5K shares2.07%2025-12-312026-01-21 JNJ JOHNSON & JOHNSON1.2K shares7.27%2025-12-312026-01-21 QUAL ISHARES TR1.2K shares-35.71%2025-12-312026-01-21 HYGW ISHARES TR7.9K shares3.61%2025-12-312026-01-21 VTI VANGUARD INDEX FDS686 shares0.00%2025-12-312026-01-21 MTUM ISHARES TR902 sharesnew addition2025-12-312026-01-21 BND VANGUARD BD INDEX FDS3.0K shares-11.56%2025-12-312026-01-21 TLH ISHARES TR2.2K shares-67.72%2025-12-312026-01-21 THRO BLACKROCK ETF TRUST5.6K sharesnew addition2025-12-312026-01-21 BAI BLACKROCK ETF TRUST6.4K sharesnew addition2025-12-312026-01-21 RGLO RUSSELL INVTS EXCHANGE TRADE7.1K shares0.01%2025-12-312026-01-21 HYG ISHARES TR2.6K shares-38.59%2025-12-312026-01-21 ABBV ABBVIE INC899 shares-34.62%2025-12-312026-01-21 NUEM NUSHARES ETF TR5.7K sharesnew addition2025-12-312026-01-21 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available